Meet the team
Independently owned and run

Our Latest News

3 simple ways to get serious about your pension contributions now

November 16, 2023
Reports suggest that UK workers only become seriously engaged in pension planning after age 36. Here are three key retirement steps to take, whatever your age. Read more

3 important reasons why frozen and falling thresholds make planning as a couple more attractive than ever

November 7, 2023
With allowances frozen and some thresholds falling, your clients could see huge financial and non-beneficial benefits from planning as a couple. Here are three. Read more

Market Commentary: Monthly Bulletin October 2023

November 1, 2023
Markets were negative for October, as higher bond yields and geo-political uncertainty put pressure on equity valuations. Read more

3 simple lessons on the importance of intergenerational planning

October 11, 2023
With the great wealth transfer underway and Inheritance Tax threshold freezes raising billions, read why intergenerational planning is so important. Read more

Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey